The Carlyle Group Employee Co., LLC
Overview
The Carlyle Group Employee Co., LLC sponsors a self-funded health plan that covered 1,654 participants in plan year 2025, up 9% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 1,654 · prior year 1,512
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- The Carlyle Group Health and Welfare Plans, plan 501 (1,654 participants); Carlyle Group Flexible Spending Plan, plan 520 (295 participants)
- Stop-loss carrier
- Cigna Health and Life Insurance Company and Affiliates (cigna)
- Broker compensation
- $308K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Cigna Health and Life Insurance Company and Affiliates (cigna) | Stop-loss | 3,106 | $2.9M | — |
| Unum Life Insurance Company of America | Life, Long-term disability | 3,304 | $1.2M | $111K |
| Massachusetts Mutual Life Insurance Company | Long-term disability | 280 | $778K | $172K |
| Cigna Health and Life Insurance Company | Medical, Dental, Medical Benefits Abroad | 806 | $461K | $12K |
| First Unum Life Insurance Company | DBL | 797 | $261K | $13K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 1,654 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- The Carlyle Group Employee Co., LLC
- Sponsor EIN
- 52-1887096
- Plan numbers
- 501, 520
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 52-1887096 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- The Carlyle Group 401(k) Plan
- Type
- 401(k) plan
- Participants
- 2,635
About this data
Source: The Carlyle Group Employee Co., LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with The Carlyle Group Employee Co., LLC.